Introduction

Introduction

At Canterbury Investment Management, we serve individuals who expect excellence and have made a firm commitment to achieving it themselves. In general, the people who most value our services tend to fit the following description:

Recognize the connection between accumulated assets and the freedom to pursue their life dreams

Successful in their careers

Respected in the community

Participate in charitable activities

Friendly, helpful, open-minded

Consider investment management a burden and not a hobby

Our Clients:

Share in the realization that the freedom to pursue their life goals is connected to their accumulated assets

Want to simplify their lives and are willing to enter into a mutually beneficial long-term relationship with a trusted advisor

Are highly motivated to work with a fee-only investment manager who knows them personally and has only their best interests in mind.

If you can relate to our Client Profile, you may benefit from our no-cost or obligation Exploratory Discussion.